KDI Wealth Management Email Format

Financial ServicesArizona, United States11-50 Employees

KDI Wealth Management is a financial services firm based in Scottsdale, Arizona, offering financial planning and investment strategies designed to help clients pursue their goals. The practice emphasizes personalized service and seeks to understand each client's unique values and life objectives, operating as a collaborative partner that presents options and works with clients to identify solutions. It frames its approach as a peer-to-peer advisory model intended to streamline wealth management for clients, rather than prescribing a single path. 

Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, with both entities affiliated under Kestra Holdings. The firm communicates a focus on a collaborative, client-centered process within the regulatory framework applicable to United States residents and registered representatives.

Sign up for free to view info

Company overview Employee directory